Meet Our Donors

Distinguished Student Treasures the Fielding Experience
Christine Clark was working as a television producer when she felt a call to more meaningful work. Now she runs and operates a residential facility where young adults with neurological issues use art to express themselves and connect with others. More

Discovering the Faces and the Heart of Fielding
It didn’t take long for Dr. Ted Takamura to learn what makes Fielding different from other graduate institutions. He was attending Fielding’s new-student admissions workshop in 1990 led by Don Bushnell, founding dean of the School of Human & Organizational Development. More

Deep Ties to Fielding Lead to Nicola Smith's Estate Gift
She is best known now as an esteemed doctoral faculty member in the School of Educational Leadership for Change. Her original role, though, was as a member of the Board of Trustees when Fielding was still young. More

Passionate Alumna Sarah MacDougall Extends Her Support Through a Scholarship
When people gather in a PeerSpirit circle, the structure fosters "deep respectful listening, with compassion and curiosity, and enables all voices to be heard. More

Doctoral Research Comes to Life for Fielding Graduate D'Ann Downey
D'Ann Downey's dissertation work at Fielding had more influence on her life than she ever imagined it would. "It came alive off the paper. I had no clue at the time how it would impact me and where I would go with it," she recalls. More

Pam Van Dyke Honors the Seashores With Her Planned Gift
Pam Van Dyke experienced a great meeting of the minds and hearts with the late Fielding faculty member and mentor Charlie Seashore. More

Legacy Gift Supports Malcolm Knowles Chair in Adult Learning
"I didn't realize what I was getting into when I entered the doctoral program at Fielding," says Lynn Bursten, PhD (HOD '89). More

Andrea Shields Makes a Positive Contribution to Help Other Students
Andrea Shields was the first clinical psychology student to graduate from Fielding Graduate University, in 1977. More

Dr. Natalie Ammarell: Her Fielding Education Applies to Her Business and Her Life
Timing was everything for Natalie Ammarell when she joined Fielding Graduate University. Her years as a Fielding student were also the peak years of her career as a consultant in nonprofit organizational development. More

Remembering Fielding: Peggy Azad Gives Back in Gratitude
Peggy Azad has named Fielding Graduate University in her will, bequeathing a percentage of her estate to Fielding and several other educational institutions. More

Tracy Gibbons and the Spirit of Giving
Fielding was a high point in Tracy Gibbons' life and career--and still is. More

In Appreciation: Kathy Geller's Bequest to Fielding
Taking the long view, Fielding alumna Kathy Geller asked herself what kind of difference she wanted to make in the world. More

Sara Miller McCune Makes $1 Million Bequest to Fielding Graduate University
Sara Miller McCune, longtime friend and benefactor of Fielding Graduate University, has made a $1 million bequest to the university. More

Roc and Charlotte Troike Create Educational Opportunity for Others
Alumnus Roc Troike and his wife, Charlotte, have generously named Fielding Graduate University in their estate plans. More

A charitable bequest is one or two sentences in your will or living trust that leave to Fielding Graduate University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Fielding Graduate University, a nonprofit corporation currently located at 2020 De La Vina Street, Santa Barbara, CA 93105-3814, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Fielding or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase

Securities, real estate, or any other property having a fair market value greater than its original purchase price

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Fielding as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Fielding as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Fielding where you agree to make a gift to Fielding and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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